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First Trust Smith Unconstrained Bond ETF
UCON

Overview Fund Activity

271 hedge funds and large institutions have $2.43B invested in First Trust Smith Unconstrained Bond ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 107 increasing their positions, 131 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
-11
Holders Change %
-3.9%
% of All Funds
3.63%
Holding in Top 10
25
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-26.47%
% of All Funds
0.34%
New
21
Increased
107
Reduced
131
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HAS
HBW Advisory Services
California
$12.4M
2
SWAG
Spectrum Wealth Advisory Group
California
$17M
3
LOIP
Live Oak Investment Partners
Texas
$7.38M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$101M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$11.1M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$15.7M
2
WWM
Wagner Wealth Management
South Carolina
$20M
3
LPL Financial
LPL Financial
California
$277M
4
CJH
Christopher J. Hasenberg
Wisconsin
$770K
5
MFA
Morling Financial Advisors
California
$420K
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
176
Global Retirement Partners
California
$647K +$647K +25,987 New
BFG
177
Berger Financial Group
Minnesota
$630K -$26.5K -1,066 -4%
LWM
178
Lakeridge Wealth Management
Ohio
$619K – – –
FZCM
179
Flynn Zito Capital Management
New York
$611K +$20.9K +840 +4%
FA
180
Flagstar Advisors
New York
$575K -$20.8K -835 -3%
VAG
181
VisionPoint Advisory Group
Texas
$551K +$551K +22,134 New
EIG
182
Ellenbecker Investment Group
Wisconsin
$549K -$359K -14,434 -40%
AI
183
Atria Investments
North Carolina
$543K -$7.61M -305,684 -93%
GPW
184
Gentry Private Wealth
Kansas
$522K -$61K -2,452 -10%
CFD
185
Creative Financial Designs
Indiana
$514K +$40.9K +1,645 +9%
HS
186
Horan Securities
United States
$508K +$16.4K +659 +3%
MW
187
Maia Wealth
Colorado
$504K -$9.91K -398 -2%
BCM
188
Brookstone Capital Management
Illinois
$492K +$12.3K +493 +3%
GS
189
GTS Securities
New York
$481K -$525K -21,101 -52%
IWA
190
Inspirion Wealth Advisors
Illinois
$471K -$26.5K -1,064 -5%
Betterment LLC
191
Betterment LLC
New York
$461K +$216K +8,689 +88%
CB
192
Chris Bulman
California
$451K +$12.3K +493 +3%
FPW
193
Fairvoy Private Wealth
Alabama
$439K -$9.96K -400 -2%
PS
194
Principal Securities
Iowa
$438K -$28.6K -1,149 -6%
TWP
195
Total Wealth Planning
Ohio
$438K +$30K +1,205 +7%
QAM
196
Q3 Asset Management
Michigan
$435K -$105K -4,214 -19%
Wealth Enhancement Advisory Services
197
Wealth Enhancement Advisory Services
Minnesota
$431K -$184K -7,415 -30%
BIG
198
Brookwood Investment Group
Arizona
$430K -$17.1M -687,923 -98%
VC
199
Vicus Capital
Pennsylvania
$427K -$7.63M -306,417 -95%
MFA
200
Morling Financial Advisors
California
$420K -$31.2M -1,253,420 -99%
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